MCM

Manchester Capital Management Portfolio holdings

AUM $760M
1-Year Est. Return 13.71%
This Quarter Est. Return
1 Year Est. Return
+13.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$854M
AUM Growth
+$22.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,208
New
Increased
Reduced
Closed

Top Buys

1
+$1.12M
2
+$975K
3
+$636K
4
FALN icon
iShares Fallen Angels USD Bond ETF
FALN
+$518K
5
NVDA icon
NVIDIA
NVDA
+$478K

Top Sells

1
+$10.4M
2
+$6.47M
3
+$4.22M
4
VT icon
Vanguard Total World Stock ETF
VT
+$3.32M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$3.06M

Sector Composition

1 Technology 15.54%
2 Industrials 14.55%
3 Financials 7.79%
4 Consumer Discretionary 6.37%
5 Healthcare 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$8.58K ﹤0.01%
98
+39
827
$8.48K ﹤0.01%
217
+11
828
$8.45K ﹤0.01%
239
+155
829
$8.25K ﹤0.01%
391
-93
830
$8.1K ﹤0.01%
351
-168
831
$8.06K ﹤0.01%
84
832
$7.95K ﹤0.01%
117
+60
833
$7.93K ﹤0.01%
346
+326
834
$7.9K ﹤0.01%
392
-454
835
$7.88K ﹤0.01%
+1,108
836
$7.75K ﹤0.01%
165
+10
837
$7.68K ﹤0.01%
644
-336
838
$7.62K ﹤0.01%
992
-569
839
$7.6K ﹤0.01%
15
840
$7.55K ﹤0.01%
51
841
$7.39K ﹤0.01%
25
842
$7.38K ﹤0.01%
79
843
$7.37K ﹤0.01%
556
844
$7.36K ﹤0.01%
60
845
$7.27K ﹤0.01%
300
846
$7.06K ﹤0.01%
40
+30
847
$7.03K ﹤0.01%
+1,900
848
$7.03K ﹤0.01%
18
849
$7.02K ﹤0.01%
169
+5
850
$7.02K ﹤0.01%
53
32 33
34
35 36